Our Team

Experienced and dedicated team of highly credentialed professionals

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Joseph Guerrisi, CFA
President and CEO

Our long tenured employee base has experience in providing private and highly personalized services. These services include asset management, tax and legal coordination, estate planning and foundation management, and private banking. Our dedicated team of professionals will provide you with tailored solutions to meet your financial objectives.

Integrity is a core value of our firm. We promote a high moral standard in all of our actions and require SAMT employees to act in acordance with the CFA Institute Code of Ethics.

Investments & Wealth Management

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Sean Breckenridge, CFA
Sr. VP of Investments
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Emily Ernest, CFA
VP of Investments
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Kevin Ortenzio
VP Relationship Manager
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Nathan Friedman
Investment Operations Analyst

Trust Administration

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Jennifer Bowen, CTFA
Director of Trust Administration
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Brittany Grigg
Sr. Client Services Associate
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Christina Takach
Client Services Support Specialist
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Sharon Anderson
Administrative Assistant

Financial Operations

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Robert Nause
Treasurer and Secretary
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Claire Goshorn
Account Operations Manager
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Cierra Leathery
Account Operations Associate
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Trisha Dauenbaugh
Account Operations Administrative Assistant

Portfolio Operations

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Briana Bailets
Sr. Portfolio Accountant
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Kimberly Nagle
Accounting Associate